Aureus Asset Management, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 136674
- Registered since
- October 3, 2005
- Website
- aureus-asset.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations73.86%
- HNWI25.33%
- Individuals0.43%
- Pension & Profit Sharing Plans0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Aureus Asset Management, LLC is an independent, owner-managed RIA organized as an LLC and registered with the SEC since 2005. The firm serves both individual/family and institutional clients and positions itself as a capital allocator, combining in-house portfolio management and financial planning with the selection and placement of outside managers. Its advisory services cover portfolio management for individuals, small businesses, pooled vehicles and institutions, plus financial planning and the selection of other advisers. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm does not class itself as an active ESG investor and is not identified as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities19%
- Other14%
- Private Funds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Stefan Karlsson
Partner, Chief Investment OfficerCRD 4224850
Thaddeus Davis
President, Chief Executive OfficerCRD 2573951
Contacts
3 of 5
Gina Koprowski
Partner, DirectorCRD 4824550
Michael Kellogg
PartnerCRD 2658626
Brennan Jones
PartnerCRD 5575006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$101M in ETFs
91%
$92.4M
8%
$9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $18M | 24,015 | 17.72% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Winthrop Sq
- Time zone
- ET (UTC-5)
- Office locations
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